Equity Compensation Administration Co-Sourcing or Who Does What and When?
From Our Equity Compensation Webinar SeriesEach one-hour Webinar features an experienced authority in the field and discusses a requested topic.
This replay was recorded on August 1, 2012.
About This MeetingEquity compensation administration requires a thorough understanding of four core disciplines - tax, accounting, securities law, and plan design, analysis & administration - in order to ensure that a plan is compliant with the myriad laws and regulations on equity compensation and sales of securities. At this level of expertise, hiring a qualified professional can be an expensive proposition and is often not included in the budget when early-stage companies decide to offer equity compensation to their employees. Co-sourcing the plan administration is a popular alternative to an in-house administrator that lets the company delegate activities outside of their in-house expertise. But how do you know what to delegate and what to keep? Join experts from two of the industry's top outsourcing firms to learn about delegation of duties and operational dynamics in a co-sourcing relationship for administration of equity compensation plans.
Learning objectives of this webinar include:
- Types of co-sourcing relationships
- What and how to delegate
- Internal and external controls
- Effective communication
- Relationship management
This Webinar has already taken place. It is available as a free replay in the members-only area of this site.
Stock & Options SolutionsHenley Hom is a principal at Stock & Options Solutions. In his 17 years of internal, outsourced, consultative stock administration, Henley has managed many projects and aspects of equity compensation. Responsibilities included day to day operations to projects such as software development, design and management of interactive websites, customized reporting, software implementation, and spin-offs. During his time with SOS, Henley lead the People Solutions division for the first 3 years and has since transitioned to heading up their outsourcing division. Henley speaks on a local and national level on a variety of equity compensation topics. Prior to entering the stock administration field, Henley worked as an accountant. He received his undergraduate degree in business administration with a double concentration in accounting and finance at San Jose State University.
Solium Corporate FocusRoberta Jones, CEP has over 30 years' experience as a senior corporate paralegal in California law firms and high tech companies. As a Certified Equity Professional, Roberta's expertise is in the area of equity administration and capitalization reporting, having worked with hundreds of venture-backed, Silicon Valley companies. Roberta currently works at Solium in the Support & Implementation Group of Corporate Focus assisting law firms and venture-backed companies who use Corporate Focus for their corporate governance and equity reporting needs.